Chapter and Member pServices

Spring 2009 Regional Update

Publications

Chapter Book Discount Program

Books purchased

at a

Resold during class

at/near Alternate revenue sourcediscount regular price source

• Win-Win: students don’t pay shipping and chapters boost education profit.

• Three restrictions

Broadcast Emails

Special deals in 2009• 2 free broadcast emails• 2 free broadcast emails• Plan ahead discount

R d di t• Resend discount• Membership recruitment broadcasts - always

freefree

10 business day turn around time

Chapter Website Templates3 color schemes

Chapter Website TemplatesChapter Implementation Options

Option A - Free Option B - Fee

• Choose template• Obtain own content

management tool

• Choose template• Provided with content

management tool a age e t too• Obtain own hosting

service

a age e t too• Provided with hosting

service

Contact: yhernandez@appraisalinstitute.org

Communities of Practice

CoPs• Knowledge Sharing• Knowledge Sharing

• Interactive

• 13,000 users

4 Test Chapters• 4 Test Chapters

Communities of Practice

Dictionary Development• Database• Database

• Community

• Benefits

Website Improvementsp

Education Search by Chapter

Website Improvementsp

Self-promotion Templates• Designated• Designated

• Associate

• Cover letters

Chapter Committeesp

Committee Resources Web Pages

Required Committees• Education

Recommended Committees• Associate Member Guidance

• Finance• Nominating

• External Relations• Government Relations• Membership Admissions, p ,Development, & Retention• Public Relations

Chapter Committeesp

Committee Web Page Content

Strategic Planning g g

Roadmap for the

Perform Situation /

SWOT Analysis

Perform Situation /

SWOT Analysis

for the Future Conduct Onsite

VisitConduct Onsite

VisitProvide

Quarterly Follow-up

Provide Quarterly Follow-up

Determine Determine Strategies and Tactics of the Action Plan

Strategies and Tactics of the Action Plan

Finalize the Strategic Plan

Finalize the Strategic Plan

Assign Responsibility and timeline

Assign Responsibility and timeline

Strategic Planningg g

Chapter Participation

Virtual Trainingg

2009 Training for Chapter Leadership• Chapter Board of Directors• Chapter Board of Directors

• Associate Guidance Committee

• Education Committee

Membership Admissions Development and• Membership Admissions, Development and Retention Committee

• Incoming Chapter President Orientation

2009 Meetingsg

Fall Committee Meetings• August 19 21• August 19 - 21• Westin River North,

ChiChicago

2009 Meetingsg

Chapter Executive Staff Panel (CESP)• August 19• August 19

Chapter Leadership ProgramChapter Leadership Program• August 20 - 21• Incoming Chapter Presidents (required)• Executive Directors and Incoming Vice

Presidents (recommended)

2009 Meetingsg

National Board of Directors Meetings• January 15 17• January 15 - 17• May 14 - 15

A t 22 23• August 22 - 23• November 12 - 13

Chapter Meetingsp g

Minimum Number• 4 BOD meetings (conference allowed)• 4 BOD meetings (conference allowed)• 4 general membership meetings (Region

chair can grant exceptions)chair can grant exceptions)

Meeting MinutesMeeting Minutes• Brief• Record action items, not discussion

Minimum Chapter Criteria DeadlinesChapter Bylaws Update due May 1• Many national amendments to Regulation 8• Many national amendments to Regulation 8

since 2007

• Chapter bylaws must be consistent with Regulation 8

• Submit updated bylaws to Chapter Services

Minimum Chapter Criteria DeadlinesAnnual Financial Reporting due May 15• Year End Financials• Year End Financials

– Statement of Financial Position – Statement of ActivitiesStatement of Activities

• Tax ReturnF 990 ( th $25 000 )– Form 990 (more than $25,000 gross)

– Form 990N (less than $25,000 gross)

Election Deadline

Chapter elections must be held PRIOR to June 30 each year y

Regulation 8, Article IX, Part E

Contact Information

Chapter Services• chapterservices@appraisalinstitute.org

Designated Member Servicesd i t d@ i li tit t• designated@appraisalinstitute.org

• 312-335-4401

Associate Member Services• associate@appraisalinstitute.org@ pp g• 312-335-4111

QuestionsQ

The Appraisal Institute is a global membership association of professional real estate appraisers, with 25,000 members and 91 chapters throughout the world. Its mission is to advance professionalism and ethics, global standards, methodologies, and practices through the professional development of property economics worldwide. Organized in 1932, the Appraisal Institute advocates equal opportunity and nondiscrimination in the appraisal profession and conducts its activities in accordance with applicable federal, state and local laws. Members of the Appraisal Institute benefit from an array of professionalAppraisal Institute benefit from an array of professional education and advocacy programs, and may hold the prestigious MAI, SRPA, and SRA designations.

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